Cody LucasAdviser

Adv Dip FS (FP)

    Cody brings over 2 years’ experience in the Financial Services industry to the JSA team. As a Financial Adviser, Cody’s key focus is to utilise and build on the strong technical skills he has developed since joining JSA in March 2017 as a Para Planner to consistently provide an exceptional client experience.

    Cody’s qualifications include:

    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning

    Cody is also set to graduate from the University of Newcastle in 2019 with a Bachelor of Commerce majoring in Finance and Accounting.

    Outside of work, Cody plays First Grade Soccer for Hamilton Olympic FC and also enjoys a round of golf.

    Jeff Shakespeare & Associates Pty Ltd is authorised to provide advice in the following areas:

    • Personal and Corporate Superannuation
    • Pre-Retirement Planning & Retirement Planning
    • Personal Life Insurance – (Life, Total & Permanent Disablement, Trauma, Income Protection)
    • Gearing
    • Shares
    • Business Life Insurance – (Key Man, Business Expenses, Buy Sell)
    • Saving / Investment Plan
    • Debt Management
    • Estate Planning
    • Self-Managed Superannuation Funds (SMSF)
    • Aged Care

    Below is a copy of our Financial Services and Credit Guide, our Schedule of Fees and Cody’s Adviser Profile for your information.

    Financial Services and Credit Guide